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Building Your Business by Prospecting and Maintaining Relationships. Episode 31 episode artwork

EPISODE · Apr 15, 2021

Building Your Business by Prospecting and Maintaining Relationships. Episode 31

from FinancialPodcast.CA: Interviewing Professionals

1) Do you want to be a generalist or a specialist? 2) Looking for opportunities to prospect. 3) Some steps in building that relationship. 4) Shortening the gap in relationship building. 5) The importance of continuing education. 6) How to use social media. Guest: Libby Wildman, the founder of Wildman & Associates. Libby has over 34 years of financial services and planning experience. She is the founder of Wildman & Associates, a highly successful Holistic wealth management firm that provided a comprehensive set of financial services and life management products. She merged her firm with Davis...

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Building Your Business by Prospecting and Maintaining Relationships. Episode 31

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